Plan Snapshot
- Plan Sponsor: Sierra-Cedar Companies, LLC
- Sponsor EIN: 851055558
- Sponsor Address: 1255 ALDERMAN DRIVE, ALPHARETTA, GA, 30005
- Plan Type: 401(k)
- Total Participants: 409
- Total Assets: $298.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 409 | $298.1M | $3.6M | $5.2M |
| 2023 | 398 | $276.4M | $2.7M | $5.2M |
| 2022 | 421 | $243.7M | $3.5M | $5.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CBIZ CPAS PC. | Auditor | $18,324 | — | $18,324 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,324
- Estimated Expense Ratio: 0.006% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | -$162,298 | $64,496 | $2,100 | $18,324 | — |
| 2023 | -$163,181 | $50,040 | — | $18,323 | — |
| 2022 | -$190,737 | — | — | — | — |